JNVIX Mutual Fund

JNVIX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
+7.73%
3 Months
+5.38%
6 Months
+10.46%
YTD
+9.34%
1 Year
+9.73%
3 Years (annualized)
+11.20%
5 Years (annualized)
+4.93%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNVIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Total Return Index(^RMCCTR)
This Mutual Fund (YTD)
+9.34%
Peer Avg (YTD)
+8.01%
vs Peers
+1.34%

JNVIX Mutual Fund Performance

JNVIX performance across multiple time periods: 1-month 7.73%, YTD 9.34%, 1-year 9.73%, 3-year 11.20%, 5-year 4.93%, 10-year 9.65%.

JNVIX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

JNVIX vs another fund shows side-by-side returns. JNVIX alternatives are available in the Mutual Fund Screener.